Coming soon · Currently in private beta
See your whole financial life in one place
Wealthmage brings your net worth, investments, cash flow, and retirement plan together — so you always know where you stand and what to do next.
🔒 In private beta today — opening to the public soon
A first look at what Wealthmage will do
Six essentials of a healthy financial life, working together and updating in real time.
Net worth tracking
Connect your accounts and watch your complete net worth update automatically, in one clear number.
Investment portfolio
See holdings, allocation, and performance across every account in a single consolidated view.
Retirement planning
Model your retirement and see whether you are on track for the life you want.
Cash flow analysis
Understand where your money goes each month and find realistic room to save more.
Tax awareness
Surface tax-saving opportunities throughout the year, before the deadline, not after.
AI insights
Ask questions in plain language and get clear, personalized next steps for your finances.
How Wealthmage will work
1
Connect your accounts
Securely link your banks, brokerages, and retirement accounts in just a few minutes.
2
See the full picture
Wealthmage organizes everything into a clear, real-time dashboard of your wealth.
3
Act with confidence
Follow personalized insights to grow, protect, and plan your financial future.
The launch is on the horizon
Public launch coming soon
Wealthmage is currently in private beta with a limited group of users. We’re refining the experience before opening it up to the general public.